| Raleigh Capital Management Inc. | 0 | $5 | 0.00% | 0 | Unchanged |
| Optima Capital LLC | 3 | $77 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 4 | $108 | 0.00% | +4 | New |
| Caldwell Sutter Capital, Inc. | 5 | $128 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 5 | $128 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 5 | $128 | 0.00% | +5 | New |
| Private Wealth Asset Management, LLC | 6 | $154 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $179 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 10 | $256 | 0.00% | +10 | New |
| Safe Harbor Fiduciary, LLC | 10 | $256 | 0.00% | +10 | New |
| Turning Point Benefit Group, Inc. | 11 | $281 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 11 | $282 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 13 | $333 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 13 | $333 | 0.00% | +8+160.0% | Added |
| Westside Investment Management, Inc. | 14 | $358 | 0.00% | +14 | New |
| Valued Wealth Advisors LLC | 18 | $449 | 0.00% | +3+20.0% | Added |
| Huntington National Bank | 22 | $564 | 0.00% | −11−33.3% | Reduced |
| UMA Financial Services, Inc. | 22 | $564 | 0.00% | +22 | New |
| Cromwell Holdings LLC | 24 | $614 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 23 | $627 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 25 | $640 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 26 | $666 | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 28 | $717 | 0.00% | +28 | New |
| Sunrise Financial Services, LLC | 34 | $870 | 0.00% | +34 | New |
| Bay Harbor Wealth Management, LLC | 38 | $972 | 0.00% | +11+40.7% | Added |
| Westfuller Advisors, LLC | 38 | $982 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 46 | $1.18K | 0.00% | −11−19.3% | Reduced |
| PayPay Securities Corp | 46 | $1.18K | 0.03% | −1−2.1% | Reduced |
| Minot DeBlois Advisors LLC | 50 | $1.28K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 50 | $1.28K | 0.00% | +50 | New |
| Ronald Blue Trust, Inc. | 52 | $1.33K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 52 | $1.33K | 0.00% | +52 | New |
| ZRC Wealth Management, LLC | 52 | $1.33K | 0.00% | −60−53.6% | Reduced |
| Rossby Financial, LCC | 59 | $1.51K | 0.00% | +14+31.1% | Added |
| Pacific Center for Financial Services | 75 | $1.60K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 63 | $1.61K | 0.00% | +63 | New |
| Basecamp Wealth Advisors LLC | 70 | $1.79K | 0.00% | +70 | New |
| DiNuzzo Private Wealth, Inc. | 77 | $1.97K | 0.00% | +6+8.5% | Added |
| Sunbelt Securities, Inc. | 78 | $2.00K | 0.00% | −24−23.5% | Reduced |
| SOA Wealth Advisors, LLC. | 81 | $2.08K | 0.00% | +1+1.3% | Added |
| Key Financial Inc | 94 | $2.41K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 100 | $2.56K | 0.00% | −51−33.8% | Reduced |
| Hollencrest Capital Management | 100 | $2.56K | 0.00% | +100 | New |
| Sound Income Strategies, LLC | 100 | $2.67K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 110 | $2.82K | 0.00% | +35+46.7% | Added |
| Stone House Investment Management, LLC | 111 | $2.84K | 0.00% | +50+82.0% | Added |
| Rachor Investment Advisory Services, LLC | 113 | $2.89K | 0.00% | +113 | New |
| Spire Wealth Management | 120 | $3.07K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 121 | $3.10K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 131 | $3.35K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 135 | $3.46K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 145 | $3.71K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 148 | $3.79K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 149 | $3.79K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 155 | $3.97K | 0.00% | +155 | New |
| ORG Partners LLC | 159 | $4.07K | 0.00% | +159 | New |
| Truvestments Capital LLC | 170 | $4.35K | 0.00% | +150+750.0% | Added |
| Winnow Wealth LLC | 169 | $4.39K | 0.00% | −72−29.9% | Reduced |
| Financial Management Professionals, Inc. | 175 | $4.49K | 0.00% | +1+0.6% | Added |
| Keating Financial Advisory Services, Inc. | 192 | $4.92K | 0.00% | +192 | New |
| Bell Investment Advisors, Inc | 201 | $5.15K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 206 | $5.27K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 218 | $5.58K | 0.00% | +218 | New |
| Cetera Trust Company, N.A | 233 | $5.96K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 248 | $6.35K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 268 | $6.86K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 275 | $7.04K | 0.00% | −178−39.3% | Reduced |
| Whittier Trust Co | 265 | $7.17K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 303 | $7.76K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 317 | $8.12K | 0.00% | +317 | New |
| Quaker Wealth Management, LLC | 327 | $8.37K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 351 | $9.49K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 426 | $10.9K | 0.00% | +23+5.7% | Added |
| CoreCap Advisors, LLC | 450 | $11.5K | 0.00% | −77−14.6% | Reduced |
| International Assets Investment Management, LLC | 461 | $11.8K | 0.00% | +461 | New |
| Activest Wealth Management | 504 | $12.9K | 0.00% | +503+50,300.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 537 | $13.5K | 0.00% | −2,101−79.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 552 | $14.1K | 0.00% | +127+29.9% | Added |
| Farmers & Merchants Investments Inc | 568 | $14.5K | 0.00% | +5+0.9% | Added |
| Assetmark, Inc | 601 | $15.4K | 0.00% | −182−23.2% | Reduced |
| Parkside Financial Bank & Trust | 607 | $15.5K | 0.00% | +68+12.6% | Added |
| Community Bank, N.A. | 700 | $17.9K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 699 | $18.0K | 0.00% | −1−0.1% | Reduced |
| Highline Wealth Partners LLC | 755 | $19.3K | 0.01% | +750+15,000.0% | Added |
| Massmutual Trust Co FSB | 795 | $20.4K | 0.00% | +140+21.4% | Added |
| HM Payson & Co | 903 | $23.1K | 0.00% | +903 | New |
| Kestra Advisory Services, LLC | 931 | $23.8K | 0.00% | +931 | New |
| Brown Brothers Harriman & Co | 935 | $23.9K | 0.00% | +275+41.7% | Added |
| Measured Wealth Private Client Group, LLC | 956 | $24.5K | 0.01% | −3,625−79.1% | Reduced |
| Bollard Group LLC | 981 | $25.0K | 0.00% | +6+0.6% | Added |
| Parallax Volatility Advisers, L.P. | 990 | $25.3K | 0.00% | +990 | New |
| Hara Capital LLC | 1,000 | $25.6K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,029 | $26.3K | 0.00% | +1,029 | New |
| Quarry LP | 1,049 | $26.9K | 0.00% | +1,049 | New |
| Plato Investment Management Ltd | 1,094 | $28.1K | 0.00% | +1,094 | New |
| V-Square Quantitative Management LLC | 1,210 | $31.0K | 0.00% | +1,210 | New |
| CIBC Private Wealth Group, LLC | 1,255 | $32.1K | 0.00% | −478−27.6% | Reduced |
| Hurley Capital, LLC | 1,261 | $32.3K | 0.02% | +8+0.6% | Added |
| Clearstead Advisors, LLC | 1,415 | $36.2K | 0.00% | −1,165−45.2% | Reduced |